First Trust Advisors Revenue, Growth & Competitor Profile

DBA FIRST TRUST ADVISORS LP
DBA FIRST TRUST PORTFOLIOS L.P.
DBA FIRST TRUST PORTFOLIOS L.. P.

Company Profile & Annual Report for First Trust Advisors

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First Trust Advisors Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	500 - 1,000Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	523 Securities, Commodity Contracts & Other Financial Investments
Address	120 E. Liberty Drive Suite 400 Wheaton, IL 60187

Note: Revenues for privately held companies are statistical evaluations.


First Trust Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • First Trust Advisors's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • First Trust Advisors is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

First Trust Advisors Annual Revenue and Growth Rate

First Trust Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	Over $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: First Trust Advisors's revenues are gauged from an analysis of company filings.

First Trust Advisors's Income Statement (based on Industry Averages)

First Trust Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that First Trust Advisors is developing and marketing. First Trust Advisors's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
FIRST TRUST EQUITY EDGE INDEX Providing financial indices based on selected groups of securities; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market; Providing and updating a financial index	12/08/2023
FIRST TRUST INTERNATIONAL DEVELOPED CAPITAL STRENGTH Investment services, namely, asset acquisition, consultation, development and management services; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services	02/07/2022
FIRST TRUST AMERICAN LEADERSHIP INDEX Providing and updating a financial index; Providing financial indices based on selected groups of securities; Providing financial indices of select securities to enable consumers to evaluate investments and market trends in the securities market	01/12/2022

See all trademarks and details in the Full Report.

Market Share of First Trust Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as First Trust Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to First Trust Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
FIRST TRUST ADVISORS	Wheaton, IL	100
MCDERMOTT-LASALLE	Elmhurst, IL	3
LASALLE STREET SECURITIES	Elmhurst, IL	2
BONDWAVE	Wheaton, IL	2
ERIC M. LARSON & ASSOCIATES	St. Charles, IL	1
WALL STREET FINANCIAL ADVISORS	St. Charles, IL	1

Future Competition: First Trust Advisors's Fastest Growing Competitors

These companies are in the same general field as First Trust Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)